Purchases and Sales Made in Q3 2024 in Ishares Tr Us Broker Dealers & (IAI)
This table provides information about the institutional ownership of Ishares Tr Us Broker Dealers & (IAI) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES TR US BROKER-DEALERS &.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
822KNew |
$95.1M - $106M
|
822K
$125M
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
128K+ 3014.79% |
$14.8M - $16.4M
|
132K
$20.2M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
101K+ 182.8% |
$11.7M - $13M
|
157K
$23.9M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
86.6K+ 62.77% |
$10M - $11.2M
|
225K
$34.3M
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
81.6KNew |
$9.44M - $10.5M
|
81.6K
$12.5M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
54.9K+ 105.03% |
$6.35M - $7.06M
|
107K
$16.4M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
48.8KNew |
$5.65M - $6.29M
|
48.8K
$7.46M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45.9K+ 4.07% |
$5.31M - $5.91M
|
1.17M
$179M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
41.6K+ 53.01% |
$4.82M - $5.36M
|
120K
$18.3M
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
36.8KNew |
$4.26M - $4.74M
|
36.8K
$5.62M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.8K+ 314.43% |
$3.91M - $4.35M
|
44.5K
$6.8M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.5K+ 392.84% |
$3.18M - $3.54M
|
34.5K
$5.26M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
26.2K+ 24.34% |
$3.04M - $3.38M
|
134K
$20.5M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
21.9K+ 47.48% |
$2.53M - $2.81M
|
67.9K
$10.4M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.9K+ 104.67% |
$2.41M - $2.69M
|
40.8K
$6.23M
|
|
Nov 05, 2024
Q3 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
20.6KNew |
$2.38M - $2.65M
|
20.6K
$3.14M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
19.9KNew |
$2.31M - $2.57M
|
19.9K
$3.05M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
18.3K+ 244.63% |
$2.12M - $2.36M
|
25.8K
$3.94M
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
18.1KNew |
$2.09M - $2.33M
|
18.1K
$2.76M
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
13.7K+ 12446.36% |
$1.58M - $1.76M
|
13.8K
$2.11M
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
12.3KNew |
$1.42M - $1.58M
|
12.3K
$1.87M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.51K+ 59.2% |
$985K - $1.1M
|
22.9K
$3.49M
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.93K+ 319.21% |
$917K - $1.02M
|
10.4K
$1.59M
|
|
Oct 21, 2024
Q3 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
7.91KNew |
$916K - $1.02M
|
7.91K
$1.21M
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
7.57KNew |
$876K - $974K
|
7.57K
$1.16M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.23K+ 35.94% |
$721K - $802K
|
23.6K
$3.6M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.11K+ 0.49% |
$707K - $786K
|
1.26M
$192M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.33K+ 3.93% |
$617K - $686K
|
141K
$21.5M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.71K+ 21.13% |
$545K - $606K
|
27K
$4.12M
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
4.62K+ 14.23% |
$535K - $595K
|
37.1K
$5.67M
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.29KNew |
$496K - $552K
|
4.29K
$655K
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
3.39KNew |
$392K - $436K
|
3.39K
$517K
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.33KNew |
$386K - $429K
|
3.33K
$509K
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.1KNew |
$358K - $399K
|
3.1K
$473K
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.99KNew |
$346K - $385K
|
2.99K
$456K
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
2.88KNew |
$333K - $370K
|
2.88K
$439K
|
|
Oct 11, 2024
Q3 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
2.79K+ 10.6% |
$323K - $359K
|
29.1K
$4.45M
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.53KNew |
$293K - $326K
|
2.53K
$387K
|
|
Nov 14, 2024
Q3 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.92KNew |
$223K - $248K
|
1.92K
$294K
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.8KNew |
$208K - $232K
|
1.8K
$275K
|
|
Nov 06, 2024
Q3 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
1.69K+ 2.22% |
$195K - $217K
|
77.7K
$11.9M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.53K+ 11.94% |
$177K - $197K
|
14.3K
$2.19M
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.43KNew |
$165K - $184K
|
1.43K
$218K
|
|
Nov 12, 2024
Q3 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.15K+ 1.6% |
$133K - $148K
|
72.8K
$11.1M
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
880New |
$102K - $113K
|
880
$134K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
650+ 94.89% |
$75.2K - $83.7K
|
1.34K
$204K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
603+ 26.26% |
$69.8K - $77.6K
|
2.9K
$443K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
569+ 2.53% |
$65.9K - $73.3K
|
23K
$3.51M
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
550New |
$63.7K - $70.8K
|
550
$84K
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
519+ 15.13% |
$60.1K - $66.8K
|
3.95K
$603K
|